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Agency Handy is now GDPR compliant → Read More

Data Migration

Move to Agency Handy without losing data or wasting your time.

Switching platforms shouldn’t feel like starting over. We make sure it doesn’t.

Our white-glove migration service moves your clients, projects, billing, and workflows into Agency Handy without disrupting your business.

Trusted by thousands of agencies and businesses worldwide

What’s Included

We know what can go wrong and how to avoid it. That’s why, we don’t just move data — we move your whole setup, ready to use from day one.

Product Review

Before we move a single file, we take a close look at your current tools, list what needs to move, and make a clear plan.

Data Import

Once your portal is set up, we move in the data that keeps your business running: clients, leads, projects, invoices, subscriptions, and team access.

Workflow Improvements

We set things up with smarter processes so you work better than before.

Go-Live Help

We test every feature and fix anything that’s off. When everything’s ready, we manage the final switch

Our Process At A Glance

We keep it quick and simple.

Review and plan

Test migration

Full migration and launch

Follow-up checks

Frequently Asked Questions

Just access to your current tools and any files you want transferred. We’ll guide you through a quick checklist so nothing gets missed.

No. We run a test migration first so you can see exactly how your data will look. We only do the final move once you confirm everything’s correct.

Absolutely. All data is encrypted while it’s moving and when it’s stored. We use temporary access only, remove it after the migration, and follow strict security practices.

Take the First Step

Want to migrate without the stress? Move to Agency Handy Today!

Book your free migration review and see exactly how we’ll set you up.